WTG

West Tower Group Portfolio holdings

AUM $43.5M
1-Year Est. Return 24.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.2M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$1.35M
3 +$678K
4
FIX icon
Comfort Systems
FIX
+$671K
5
ANSS
Ansys
ANSS
+$491K

Sector Composition

1 Technology 29.27%
2 Consumer Discretionary 22.37%
3 Materials 15.23%
4 Communication Services 14.52%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-479
477
-163
478
-939
479
-2,250
480
-1,336
481
-423
482
-229
483
-137
484
-776
485
-577
486
-1,173
487
-57
488
-1,457
489
-111
490
-553
491
-19
492
-113
493
-50
494
-103
495
-297
496
-1,055
497
-351
498
-333
499
-452
500
-443